MONTHLY OVERVIEW: October Updates, Recaps and Department News
![]() October 2021 Special Webinar Replay Annuity Pricing 101: Considerations for Index Annuity Product Design
Hear how index annuities are designed and important considerations pertinent to your client, to you and to EquiTrust – from EquiTrust Product-Development Assistant VP, Amy Boggs. Enjoy the webinar replay at your convenience, click here.
Topics
![]() ![]() Amy Boggs Assistant Vice President, Product Development ![]() Mackenzi Swenson Internal Account Manager Webinars – Live and Replays See the schedule for upcoming live webinars, and the library of webinar-replay recordings. At Agents.EquiTrust.com, click the Education tab, then Webinars. Or, click here.
New Inherited and Stretch IRA Business Now Accepted!
Learn the Rules Inherited/Stretch IRA Rules (ET-INHRSTRCHIRARULES), available in print through the Gateway website, Forms & Supplies tab. To view, Click here.
Inherited/Stretch IRA Brochure Let you clients know that you can assist with their Inherited and Stretch IRA needs. Inherited/Stretch IRA brochure (ET-INHERSTRCHIRA). Also available in print. To view, Click here.
Webinar Replay – Click Here This informative webinar will guide you through the rule changes that impact IRA beneficiaries.
Illustration Software Support Your Sales EquiTrust illustrations now offer the ability to distinguish between Eligible (Stretch) and Ineligible (10-years) Designated Beneficiaries.Create an illustration at the Sales Tools tab; login is required.
Important Eligibility Information Applications for new Inherited or Stretch IRA must include a completed Inherited/Stretch IRA Information form (ET-INHIRA).
Available Products Eligible (Stretch IRA) – All deferred annuity products Ineligible (Inherited IRA/10-year rule) – All annuities except MarketPower Bonus Index and Confidence Income Annuity Learn more about EquiTrust Annuities – Click here
Key Points
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Sales-Idea Recap
Sales Ideas! Sent to You in October Issues of
Inherited/Stretch IRA Sales Resources and Webinar Replay
E-App Simplifies Your Business!
Inherited IRA Sales Resources!
![]() News Briefs ![]() Administration E-Delivery Coming Soon! Electronic delivery of contracts will be available in the coming months. Watch for further details on this convenient enhancement. ![]() Administration Upload A Doc Available Now Upload A Doc is a fast and safe means to submit new business and supporting documents to EquiTrust, in addition to E-App, fax and printed documents. Upload A Doc User Guide, click here.
Now is the time to create Delegate Accounts so each of your support staff have personalized, secure access to the Agent Gateway website and are able to use Upload A Doc. Delegate Accounts general overview, click here Delegate Accounts – Instructional Guide for Delegates, click here ![]() Administration Trail Commissions – Are You Positioning YOUR BUSINESS for the Long-Term? Trail options provide annual commission payments as long as the annuity contract has an accumulation value. EquiTrust index annuities offer three commission-payment options: upfront, combination upfront + trail, and trail. Trail commissions are a means to substantially increase your income...and they provide peace of mind, as a guaranteed source of income to supplement your current-year production. A Commission-Election Form is included with each Index AnnuityApplication. If no option is elected or no form submitted – Option A (upfront) will be paid. For more information about commission options, refer to your current Commission Schedule – available at Agents.EquiTrust.com, under Agent Administration in the navigation bar; login is required. Or, view Frequently Asked Questions on Trail Commission Options, click here. See how much you can earn over 20 years, click here. ![]() Administration Year-End Processing EquiTrust will be closed 12/31/2021.
Holiday-Closure Schedule Thursday, November 11 Wednesday, November 24 Thursday/Friday, November 25-26 Thursday, December 23 Friday, December 24 Friday, December 31 Veterans Day Early Closure at 2:00 Central Thanksgiving Early Closure at 2:00 Central Christmas New Year's Eve
866.598.3694 Agents.EquiTrust.com Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. IC21-ECN-1112 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |